Bullard Mcleod & Associates Inc.
Bullard Mcleod & Associates Inc. (CRD# 105341) is a financial advisory firm headquartered in Albany, NY. They manage $128,321,892 in 426 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
Bullard Mcleod & Associates Inc.
By the Numbers
-
Total Assets Under Management128MILLION
-
Total Number of Accounts426ACCOUNTS
-
Average Account Value$301,225
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, FL, MA, NH, NY, TX
Financial Advisors at Bullard Mcleod & Associates Inc.
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.